• Home
  • Mutual Funds
  • Kotak Midcap Fund - Growth

Kotak Midcap Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Midcap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹67,611 Cr

Lock In Period

N/A

Expense Ratio

1.48

Exit Load

For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Benchmark

Nifty Midcap 100 Total Return

Kotak Midcap Fund - Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.61-0.815.02
6M14.382.0126.07
1Y7.364.1047.78
3Y19.7812.01142.86

Portfolio Analysis

  • Equity: 97.94%
  • Debt: 2.06%
  • Others
As on: 2026-06-30
View allocation % by

1. Fortis Healthcare India Ltd3.98%
2. Global Health Ltd.1.73%
3. ASTER DM HEALTHCARE LTD0.99%
4. Max Healthcare Institute Ltd.0.89%
5. Apollo Hospitals Enterprise Ltd.0.58%

1. L&T FINANCE LTD2.78%
2. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.1.85%
3. POONAWALLA FINCORP LIMITED1.28%
4. PIRAMAL FINANCE LTD1.27%

1. IPCA Laboratories Ltd.3.11%
2. JB Chemicals & Pharmaceuticals Ltd.1.64%
3. EMCURE PHARMACEUTICALS LIMITED0.98%
4. RUBICON RESEARCH LIMITED0.78%

1. Mphasis Ltd2.54%
2. Oracle Financial Services Software Ltd1.59%
3. Persistent Systems Limited1.24%
4. Birlasoft LImited0.78%

1. NUVAMA WEALTH MANAGEMENT LIMITED1.74%
2. HDB FINANCIAL SERVICES LTD.1.74%
3. Max Financial Services Ltd1.34%
4. Prudent Corporate Advisory Services Ltd.0.85%

1. BANK OF MAHARASHTRA2.32%
2. INDIAN BANK2.24%
3. BANK OF BARODA0.68%

1. ETERNAL LIMITED2.19%
2. SWIGGY LTD1.46%

1. JK Cement Ltd.1.95%
2. Dalmia Bharat Limited1.17%

1. VISHAL MEGA MART LIMITED3.06%

1. Dixon Technologies India Ltd2.08%
2. Voltas Ltd.0.98%

1. GE VERNOVA T&D INDIA LIMITED2.84%

1. KEI Industries Ltd.2.80%

1. FEDERAL BANK LTD.2.56%
2. CITY UNION BANK LTD.0.20%

1. Solar Industries India Limited2.25%

1. Power Finance Corporation Ltd.1.18%
2. REC LTD1.07%

1. Apar Industries Ltd.2.14%

1. Oberoi Realty Limited2.08%

1. Bharat Electronics Ltd.2.05%

1. Schaeffler India Ltd2.02%

1. BHARTI HEXACOM LTD.1.89%

1. Coromandel International Limited1.70%

1. SRF LTD.1.64%

1. Nippon Life Asset Management Ltd1.63%

1. MRF Ltd.0.91%
2. Apollo Tyres Ltd.0.71%

1. INDIA SHELTER FINANCE CORPORATION LTD0.83%
2. HOME FIRST FINANCE CO INDIA0.64%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.35%

1. BHARAT FORGE LTD.1.34%

1. BLUE STAR LTD.1.27%

1. LENSKART SOLUTIONS LIMITED1.18%

1. P I Industries Ltd1.18%

1. Metro Brands Ltd.1.14%

1. ICICI Lombard General Insurance Company Ltd1.10%

About Fund Kotak Midcap Fund - Growth

Kotak Midcap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹67,611 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.48. Under the expert guidance of Atul Bhole ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Atul Bhole

Mr. Atul holds B.Com degree and has also done CA and MMS. Prior to this, he has worked with JP Morgan Services Pvt. Ltd. as Equity Research Analyst, State Bank of India -Treasury as Equity Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Motilal Oswal Midcap Fund Growth237,473 CR1.53
HDFC Mid Cap Fund - Growth5100,858 CR1.31
Kotak Midcap Fund - Growth367,611 CR1.48
HSBC Midcap Fund Growth415,351 CR2.28
Invesco India Midcap Fund Growth313,766 CR1.87
Fund Name1Y3Y
This FundMotilal Oswal Midcap Fund Growth-4.598670.0369
This FundHDFC Mid Cap Fund - Growth5.179770.4949
This FundKotak Midcap Fund - Growth7.359871.8414
This FundHSBC Midcap Fund Growth16.912594.6425
This FundInvesco India Midcap Fund Growth8.388594.8941

Kotak Midcap Fund - Growth FAQs

Kotak Midcap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Midcap Fund - Growth is 1.48. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Midcap Fund - Growth’s fund performance is as follows:
  • 1 Month : 1.61%
  • 6 Months : 14.38%
  • 1 Year : 7.36%
  • 3 Years : 19.78%
Returns of Kotak Midcap Fund - Growth are updated daily based on NAV of ₹ 145.537 as on Jul 22,2026. Since inception, the return has been 71.84%.

You can invest in Kotak Midcap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Midcap Fund - Growth is ₹67,611 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Midcap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.